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Privacy policy

At TaxTron, we respect your concerns about the privacy of any information you supply to us. We believe that your personal information deserves protection and that all companies are responsible for maintaining the integrity and security of their Internet Web sites and their software applications. Please be assured that we will never share, sell, or rent your personal information to anyone without your advance permission or unless ordered by a court of law.

Objective & scope of Privacy Policy

TAXTRON is committed to providing reliable, timely, and accurate income tax returns to its customers across Canada. Consistent with the Canada Standards Act Privacy code, the Personal Information Protection and Electronic Documents Act (“PIPEDA”), and other applicable law, TAXTRON is dedicated to maintaining high standards of confidentiality with respect to the personal information it collects from its customers.

This Privacy Policy governs personal information collected from our customers for the purposes of completing and filing income tax returns. It does not cover aggregated data from which the identity of an individual cannot be determined, or information that is available from a public source, such as a telephone directory.

This Privacy Policy applies to all TAXTRON employees and contracted employees. Using contractual or other arrangements, TAXTRON will ensure agents, contractors and third party service providers, who may receive personal information in the course of providing services to TAXTRON as part of TAXTRON’s delivery of services, protect the personal information in a manner consistent with the principles set out in this Privacy Policy.

If a question arises regarding access to your personal information held by TAXTRON, or there is a concern about the manner in which TAXTRON collects, uses, retains and discloses your personal information as one of TAXTRON’s clients, please contact:

Jake Anand
Chief Privacy Officer
TAXTRON
2292 Islington Ave,
Etobicoke, Ontario M9W 3W8
Email: support@taxtron.ca
Phone: (416) 491-0333

Information entered into TaxTron Software

The only communication between the TaxTron software and the TaxTron website is the registration of your license in our database that uses a unique Tax Return ID based on information that you provide in the License Registration window. At no time does TaxTron use this data.

Your tax return file is sent to the Canada Revenue Agency (CRA) through a secure web browser session.

TaxTron is not directly involved in this communication other than opening your web browser to the CRA Netfile site and providing you with the necessary information to complete the transaction.

At no time does TaxTron send any of your private information to any other computers.

TaxTron and its publisher, treat your personal and financial information as private and yours alone.

Please note that TAX rules are constantly changing. TaxTron continuously updates the website to stay current. Users are cautioned that some content may become irrelevant. TaxTron is not responsible for any changes that may occur with tax rules over time.

TaxTron Fundamental Commitments

TaxTron is a member of TFEC association. TaxTron abides by federal legislation, including the Personal Information Protection and Electronics Documents Act (PIPEDA), as well as comparable provincial legislation in some provinces.

Without explicit permission, TaxTron will not sell, publish or share Canadian tax data entrusted to us by a customer that identifies the customer or any person.

  • TaxTron has in place privacy programs and policies to safeguard the personal information of their clients
  • TaxTron protects personal information, whether stored in physical or electronic format, through appropriate security measures in accordance with law and best practices.
  • TaxTron has Appointed a senior privacy officer.
  • TaxTron implements annual employee training in privacy and security.
  • TaxTron obtains informed consent from clients before personal information can be shared with any third party.
  • TaxTron collects only personal information required for the identified purpose (e.g., filing a tax return) and limit its use to that purpose.
  • TaxTron keeps personal information of clients as accurate, complete, and up to date as possible.
  • TaxTron ensures that all tax filing software offerings are certified by CRA on an annual basis.
  • TaxTron safeguards to protect electronic systems from hacking, illegal intrusions, viruses, and phishing.
  • TaxTron grants clients the right to request access to their personal information, review its accuracy and completeness, and request corrections.
  • TaxTron includes information about their privacy policies along with contact information for their senior privacy officers on their websites.
  • TaxTron works on an ongoing basis with the CRA and RQ to ensure that online filing remains safe and secure.
  • TaxTron participates in an industry-wide Privacy and Security Committee to review these commitments, collective policies, and practices and, on an ongoing basis, work with tax administrators, government privacy and security authorities, and relevant outside experts to fine-tune industry approaches.

TaxTron Connect Privacy Policy

Privacy Policy for the TaxTron Connect App

The TaxTron Connect app allows users to:

  • Manage tax-related tasks
  • Communicate with tax professionals
  • Upload and view documents
  • Receive notifications, signature requests and payment requests
  • Give their tax professional the details needed for their tax return
  • Find a tax professional in the TaxTron directory
  • With a Plus or Self-employed plan, keep a mileage log and a business's transactions

The app does not prepare, process or submit tax returns.

What Data Does the App Collect?

The app collects user data only as necessary to provide its services:

  • Personal Information (Name, Email, Canadian Mobile Number, Language)
  • Used for account creation, authentication, and communication.
  • Details for Your Tax Professional (Date of Birth, Social Insurance Number, Home Address, Marital Status, Citizenship and Immigration Dates, and your Spouse's and Dependants' Details if you give them)
  • Used for your tax professional's client record, to prepare and file your return.
  • A social insurance number already on file is shown only masked in the app, and never appears in a notification.
  • Uploaded Documents (Tax Forms, Financial Statements, Photos and Scans)
  • Users voluntarily upload documents for their tax professionals.
  • These documents are stored securely in Canada, checked for malware, and shared only with the tax professionals you send them to.
  • App Activity (Messages, Tasks, E-Signature Requests, Payment Requests)
  • Used only to facilitate communication between users and tax professionals.
  • Includes task management, signature tracking, and payment requests.
  • Mileage Log and Business Transactions (Plus and Self-employed plans)
  • Trips you type in, and the bank or card statement lines you import for a business. The app never reads your location for the mileage log, and statement files are not kept, only their lines.
  • Approximate Location (only when you search the directory near you)
  • Your phone's position, rounded to about 1 km, is sent with the search and is not stored by TaxTron Connect. The app never uses your location in the background.
  • In-App Purchases (Plus or Self-employed)
  • Apple or Google handles the payment; we receive which plan you bought, never your card details.
  • Device Information (Device Name and Type, Push Notification Address)
  • Used for authentication, security, fraud prevention, and push notifications.
  • No ads, no tracking across other apps or websites, and no analytics beyond crash reports, which are not linked to your account.

How Is This Data Used?

  • To provide tax-related services and connect users with professionals.
  • To provide secure authentication, prevent fraud, and protect data.
  • To improve app functionality, support, and push notifications for tasks.

Data Sharing Policy

  • We do NOT sell or rent user data.
  • Data is only shared:
  • With the tax professionals you connect with, for the client record they connected you to.
  • With service providers that work for us, under contracts that limit what they may do with it: Microsoft Azure (hosting and storage, in Canada), Amazon Web Services (email, in Canada), Twilio (text messages), Apple and Google (notifications), Sentry (crash reports), Expo (app updates) and RevenueCat (in-app purchases). Some of them process data in the United States.
  • When legally required (e.g., government/legal compliance).
  • For payment processing (e.g., securely redirecting users to Stripe for payments).

Your Choices

  • In the app, under Account, you can download your data or delete your account. Deletion takes effect 30 days after you ask, and signing in again within that time cancels it.
  • Messages and documents you exchanged with a tax professional are part of that professional's records and stay with them after you delete your account.